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Our team's aim is to empower you to make informed decisions and take effective action toward meeting your specific goals.

As financial consultants of Equitable Advisors, we provide a research-based investment advisory service offering.

What's distinctive about our approach is a focus on objective guidance. We offer a broad range of options for your individual and business needs through:


  • Financial Services - Asset Management and Accumulation
  • Risk Management - Wealth Preservation, Income and Family Protection
  • Financial Planning - Education Funding and Retirement Planning

By working with us, you can benefit from a local, personalized relationship and the security of a premier financial organization.

To develop, review, or update your financial strategies, please feel free to schedule an appointment with one of our team members.


CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Oak Capital Management, LLC is not owned or operated by Equitable Network or Equitable Advisors.